Atticus Wealth Management, LLC ETFs

Atticus Wealth Management, LLC

$343 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IEFA Ishares Tr	$0	$55,000 0.02% of portfolio	660	Q2 2025 Added 392.54%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$54,000 0.02% of portfolio	4,896	Q2 2025 Added 1.26%
IWB Ishares Tr Russell 1000 ETF	$0	$53,000 0.02% of portfolio	158	Q2 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$53,000 0.02% of portfolio	1,950	Q2 2025 New
IVAL Ea Ser Tr Alpha Architect Intl	$0	$53,000 0.02% of portfolio	1,907	Q2 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$52,000 0.02% of portfolio	2,965	Q2 2025 Added 1.44%
DRIV Global X Fds Global X Autonomo	$0	$51,000 0.01% of portfolio	2,210	Q1 2025 Added 0.09%
IGM Ishares Expanded Tech Sector E	$0	$49,000 0.01% of portfolio	444	Q1 2024 Added 500.0%
SCHF Schwab Strategic Tr Intl Eqty	$0	$46,000 0.01% of portfolio	2,098	Q2 2025 New
XLE Energy Sector Spdr	$0	$44,000 0.01% of portfolio	524	Q2 2025 Added 14.91%
RYLD Global X Fds Russell 2000 Cove	$0	$44,000 0.01% of portfolio	3,012	Q2 2025 Added 3.04%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$42,000 0.01% of portfolio	405	Q2 2025 New
VOX Vanguard Communication Service	$0	$42,000 0.01% of portfolio	250	Q2 2023 New
INQQ Exchange Traded Concepts Tr In	$0	$41,000 0.01% of portfolio	2,520	Q2 2025 Reduced 15.83%
FHLC Fidelity Covington Tr Msci Hea	$0	$40,000 0.01% of portfolio	640	Q2 2023 New
EPI Wisdomtree Tr India Earnings F	$0	$39,000 0.01% of portfolio	824	Q2 2025 Reduced 15.57%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$39,000 0.01% of portfolio	802	Q2 2025 Added 5.94%
IWR Ishares Russell Mid Cap ETF	$0	$38,000 0.01% of portfolio	415	Q2 2025 Added 123.12%
VB Vanguard Small Cap ETF	$0	$37,000 0.01% of portfolio	159	Q1 2025 Reduced 57.03%
PFF Ishares Trust Ishares Pfd And	$0	$37,000 0.01% of portfolio	1,237	Q2 2025 Reduced 67.89%
IJS Ishares S&P Smallcap 600 Value	$0	$35,000 0.01% of portfolio	358	Q2 2025 Added 0.56%
SLV I Shares Silver Trust	$18B	$34,000 0.01% of portfolio	1,066	Q3 2024 Added 144.5%
ESGD Ishares Trust Ishares Esg Awar	$0	$33,000 0.01% of portfolio	378	Q2 2025 Added 10.2%
XLP Consumer Staples Sector Spdr	$0	$33,000 0.01% of portfolio	442	Q2 2025 Reduced 57.09%
GCOW Pacer Fds Tr Global Cash Cows	$0	$29,000 0.01% of portfolio	769	Q2 2025 New
USFR Wisdomtree Floating Rate Treas	$0	$29,000 0.01% of portfolio	595	Q1 2025 Reduced 59.5%
STLG Ishares Factors Us Growth Styl	$0	$29,000 0.01% of portfolio	582	Q2 2025 Reduced 9.06%
ACWV Ishares Msci Global Min Vol Fa	$0	$28,000 0.01% of portfolio	242	Q2 2025 New
XLB Select Sector Spdr Fd Material	$0	$28,000 0.01% of portfolio	328	Q2 2025 Reduced 2.67%
VIGI Vanguard Whitehall Fds Intl Di	$0	$27,000 0.01% of portfolio	300	Q2 2025 Added 15.83%
QVAL Ea Ser Tr Alpha Architect U S	$0	$25,000 0.01% of portfolio	572	Q2 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$25,000 0.01% of portfolio	373	Q2 2025 New
VEA Vanguard Ftse Developed Market	$0	$23,000 0.01% of portfolio	407	Q2 2025 Added 5.99%
IYF Ishares Tr	$0	$23,000 0.01% of portfolio	194	Q2 2025 Reduced 11.82%
ROBT First Tr Exchange Traded Fd Vi	$0	$22,000 0.01% of portfolio	466	Q2 2025 New
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$22,000 0.01% of portfolio	200	Q4 2021 New
VEU Vanguard Ftse All World Ex Us	$0	$21,000 0.01% of portfolio	317	Q2 2025 Added 21.92%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$21,000 0.01% of portfolio	502	Q2 2025 Reduced 28.69%
EVX Vaneck ETF Tr Environmental Se	$0	$19,000 0.01% of portfolio	509	Q1 2025 Added 399.02%
IEMG Ishares Inc	$0	$19,000 0.01% of portfolio	360	Q2 2025 Reduced 13.25%
ITA Ishares Tr	$0	$18,000 0.01% of portfolio	100	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$18,000 0.01% of portfolio	439	Q2 2025 Added 22.97%
USMV Ishares Msci Usa Min Vol Facto	$0	$17,000 0.0% of portfolio	188	Q3 2024 Reduced 4.57%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$17,000 0.0% of portfolio	435	Q2 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$17,000 0.0% of portfolio	188	Q4 2022 New
LIT Global X Fds Global X Lithium	$0	$17,000 0.0% of portfolio	450	Q2 2025 Reduced 10.0%
ECAT Black Rock Esg Capital Allocation Trust	$0	$16,000 0.0% of portfolio	1,000	Q2 2024 New
HNDL Strategy Shs	$0	$16,000 0.0% of portfolio	782	Q2 2025 New
ICLN Ishares	$0	$13,000 0.0% of portfolio	1,000	Q4 2022 Reduced 6.02%
VNQ Vanguard Specialized Funds Van	$0	$12,000 0.0% of portfolio	137	Q2 2025 New

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